AJ Wealth Strategies’s ADT ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,774
| Closed | -$134K | – | 224 |
|
|
2020
Q2 | $134K | Sell |
16,774
-38,811
| -70% | -$310K | 0.01% | 192 |
|
|
2020
Q1 | $240K | Buy |
55,585
+15,212
| +38% | +$65.7K | 0.03% | 148 |
|
|
2019
Q4 | $320K | Sell |
40,373
-33,246
| -45% | -$264K | 0.04% | 91 |
|
|
2019
Q3 | $462K | Buy |
73,619
+8,241
| +13% | +$51.7K | 0.06% | 75 |
|
|
2019
Q2 | $400K | Sell |
65,378
-48,211
| -42% | -$295K | 0.06% | 73 |
|
|
2019
Q1 | $726K | Buy |
113,589
+62,990
| +124% | +$403K | 0.12% | 59 |
|
|
2018
Q4 | $304K | Buy |
50,599
+36,559
| +260% | +$220K | 0.06% | 75 |
|
|
2018
Q3 | $132K | Buy |
+14,040
| New | +$132K | 0.02% | 101 |
|